Defined Benefit (Pension) · DOL Form 5500 · 2022

Herring Bank Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
25
Participants Small participant base
67th
Percentile by assets National rank
$450,056
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Herring Bank · Sponsored by Herring Bank · Texas · Finance & Insurance

$11M in assets, 25 participants

Herring Bank's Retirement Plan for Employees of Herring Bank reported $11M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 67th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,706 in Finance & Insurance (9,261 peers)

Herring Bank multi-year trail

Herring Bank's plans moved +12.3% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Herring Bank at $11M / 25 participants.

#4,706
in Finance & Insurance (9,261 peers)
-22.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Herring Bank's outsized position by total assets

Retirement Plan for Employees of Herring Bank vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,251,405 Top 33% higher than 67% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Retirement Plan for Employees of Herring Bank among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Herring Bank is a small filing (25 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 750330569 · Herring Bank PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Herring Bank · $11M · 25 · 67th

  • RANK $11M
  • PHOTO 25
  • IND 67th
  • EOY Defined Benefit (Pension)
  • 5500 near Southern Towing Company Pension Plan
  • ASSETS ind #4706

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →

Retirement Plan for Employees of Herring Bank in the asset neighbourhood

Alecto Healthcare Services Ohio Valley LLC Pension PlanAlecto Healthcare Services O…$11MUnifrax Hourly Defined Benefit Pension PlanUnifrax Hourly Defined Benef…$11MRetirement Plan for Employees of Herring BankRetirement Plan for Employee…$11MSouthern Towing Company Pension PlanSouthern Towing Company Pens…$11MLuvata Ohio, Inc. Retirement PlanLuvata Ohio, Inc. Retirement…$11M
End-of-year total assets ($M) among Retirement Plan for Employees of Herring Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Herring Bank multi-year asset trail

Sponsor-wide plan assets over time

All Herring Bank plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.3259121509338% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.6M $19.8M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 186 $18M
2023 2 150 $19M
2024 2 178 $20M

Herring Bank filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN750330569
Plan Effective Date1961-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Herring Bank vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Retirement Plan for Employees of Herring Bank, Total assets ($B): 0.011251405 · Participants: 25Retirement Plan for Employees of Herring BankAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Retirement Plan for Employees of Herring Bank vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of Herring Bank side-by-side with 3 peers →

Retirement Plan for Employees of Herring Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Southern Towing Company Pension Plan in TN ($11M); by covered participants it is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of Herring Bank assets move in 2022? ▼
Retirement Plan for Employees of Herring Bank declined sharply - down 22.0% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Herring Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herring Bank's sponsor-wide assets grew 12.3%, from $18M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Herring Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern Towing Company Pension Plan in TN ($11M, 37 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Herring Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (25 participants, $944K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 750330569.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.